See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $776,847 | $201,272+286.0% | $184,203+321.7% | $145,922+432.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.05% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $31,168 | $7,022+343.9% | $6,427+384.9% | $4,660+568.9% |
| Participant deferral / active EE | $20,957 | $9,806+113.7% | $9,131+129.5% | $6,688+213.4% |
| Admin fee / account holder | $6,641 | $16,364-59.4% | $13,901-52.2% | $13,397-50.4% |